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Sequoia Financial Group Ltd.
(Sydney:SEQ)
Sequoia Financial Group Ltd. (SEQ) vs. iShares MSCI Australia ETF (EWA)
Sequoia Financial Group Ltd. Business Overview & Revenue Model
Sequoia Financial Group Ltd. Financial Statement Overview
| Breakdown | TTM | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 124.27M | 119.00M | 124.55M | 98.50M | 110.37M | 116.46M |
| Gross Profit | 72.89M | 119.00M | 26.21M | 98.54M | 29.19M | 31.01M |
| EBITDA | 9.27M | 9.89M | 2.43M | 4.61M | 9.78M | 11.20M |
| Net Income | -623.08K | 3.23M | 23.99M | -2.63M | 5.71M | 5.55M |
Balance Sheet | ||||||
| Total Assets | 66.82M | 73.04M | 79.39M | 135.74M | 135.85M | 142.41M |
| Cash, Cash Equivalents and Short-Term Investments | 2.49M | 4.35M | 21.97M | 10.89M | 38.20M | 34.64M |
| Total Debt | 5.02M | 4.59M | 704.64K | 4.18M | 2.93M | 16.37M |
| Total Liabilities | 21.27M | 24.55M | 22.71M | 92.69M | 87.48M | 101.29M |
| Stockholders Equity | 45.55M | 48.49M | 56.68M | 43.04M | 48.38M | 41.12M |
Cash Flow | ||||||
| Free Cash Flow | 3.03M | 4.05M | -5.29M | -6.02M | 9.17M | 14.03M |
| Operating Cash Flow | 4.57M | 6.15M | -4.82M | -5.59M | 9.54M | 16.73M |
| Investing Cash Flow | -8.98M | -9.31M | 5.16M | 3.35M | -5.94M | -3.41M |
| Financing Cash Flow | -6.08M | -11.42M | -13.69M | -2.08M | -1.64M | -1.63M |
Sequoia Financial Group Ltd. Technical Analysis
Sequoia Financial Group Ltd. Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
61 Neutral | AU$47.91M | 5.00 | 11.37% | 5.00% | 16.64% | 19.30% | |
60 Neutral | AU$75.37M | 5.60 | 13.05% | 7.14% | 13.65% | -33.93% | |
57 Neutral | AU$30.03M | -35.94 | 6.14% | 14.29% | -0.40% | ― | |
56 Neutral | AU$368.76M | 10.16 | 0.24% | ― | 0.63% | ― | |
55 Neutral | AU$59.08M | 4.79 | 8.15% | 7.22% | 21.16% | 47.24% | |
53 Neutral | AU$27.23M | 46.88 | 2.42% | 2.03% | 18.17% | ― |
Sequoia Financial Group Ltd. Corporate Events
Sequoia Financial Group has disclosed that its subsidiary InterPrac Financial Planning has launched Federal Court proceedings against the Australian Financial Complaints Authority. The case challenges AFCA’s December 2025 determination on client complaints tied to advice about the collapsed Shield Master Fund.
InterPrac argues AFCA failed to properly account for the role of other parties involved with the Shield Master Fund when apportioning responsibility for investor losses. The firm also contends the ruling exposes structural limitations in AFCA’s rules and processes for handling complex disputes that involve multiple entities, including matters connected to the First Guardian Master Fund collapse.
The most recent analyst rating on (AU:SEQ) stock is a Hold with a A$0.24 price target. To see the full list of analyst forecasts on Sequoia Financial Group Ltd. stock, see the AU:SEQ Stock Forecast page.
Sequoia Financial Group has cancelled 21,640 ordinary fully paid shares following completion of an on-market buy-back, as disclosed in its latest capital management filing. The reduction in issued capital marginally consolidates existing shareholders’ ownership and reflects the company’s ongoing use of buy-backs as a tool to optimise its capital structure and shareholder value.
The cessation of these securities, effective 5 March 2026, slightly decreases the number of Sequoia shares on issue and may improve per-share financial metrics over time. This move signals continued active balance sheet management by the company and could be viewed as a shareholder-friendly action, depending on the broader context of its financial performance and capital allocation strategy.
The most recent analyst rating on (AU:SEQ) stock is a Hold with a A$0.24 price target. To see the full list of analyst forecasts on Sequoia Financial Group Ltd. stock, see the AU:SEQ Stock Forecast page.
Sequoia Financial Group Ltd. has provided an updated notification to the ASX regarding its ongoing on-market share buy-back program for its ordinary fully paid shares. The company reported that a total of 1,000,000 shares had been bought back prior to the latest trading day, with an additional 21,640 shares repurchased on the previous day as part of its daily buy-back activity.
The update, dated 5 March 2026, follows the original buy-back notification lodged on 17 September 2025 and a prior update on 17 November 2025. Continued execution of the buy-back signals active capital management and may influence the company’s share structure and earnings per share, with potential implications for shareholder value and market perception of Sequoia’s confidence in its own equity.
The most recent analyst rating on (AU:SEQ) stock is a Hold with a A$0.24 price target. To see the full list of analyst forecasts on Sequoia Financial Group Ltd. stock, see the AU:SEQ Stock Forecast page.
Sequoia Financial Group Ltd. has reached an agreement with ASIC to withdraw the Revocation Deed it entered into on 12 September 2025, which had previously been disclosed in its interim report for the half-year ended 31 December 2025. The company plans to lodge a Form 106 to formalize the withdrawal of this deed and will update the market once the filing is complete, signalling a resolution of this specific regulatory arrangement and reducing related uncertainty for stakeholders.
The most recent analyst rating on (AU:SEQ) stock is a Buy with a A$0.30 price target. To see the full list of analyst forecasts on Sequoia Financial Group Ltd. stock, see the AU:SEQ Stock Forecast page.
Sequoia Financial Group reported first-half FY26 revenue of $63.4 million, up 4.6% on the prior corresponding period, with operating profit surging 75.9% to $4.8 million. However, a $0.9 million settlement tied to a legacy Libertas Financial Planning matter and a $2.1 million loss on the sale of two underperforming insurance broking subsidiaries tipped the group into a modest $0.25 million net loss.
The board maintained a cautious stance amid a tougher environment for its InterPrac licensee business, cutting the fully franked interim dividend to 1 cent per share to preserve flexibility while it conducts a comprehensive review of the InterPrac model. Management is shifting earnings towards higher-control, higher-margin activities in salaried advice, corporate finance and legal and administration services, where technology investments, scale benefits and Docscentre’s rising market share are lifting margins and underpinning the group’s longer-term profitability profile.
The most recent analyst rating on (AU:SEQ) stock is a Buy with a A$0.30 price target. To see the full list of analyst forecasts on Sequoia Financial Group Ltd. stock, see the AU:SEQ Stock Forecast page.
Sequoia Financial Group Ltd has declared an interim dividend of AUD 0.01 per ordinary fully paid share for the six-month period ending 31 December 2025. The company has set 30 March 2026 as the ex-dividend date, 31 March 2026 as the record date, and 7 April 2026 as the payment date, giving shareholders clear timelines for eligibility and cash distribution.
The announcement underscores Sequoia Financial Group’s practice of returning capital to shareholders through dividends tied to its half-year financial performance. This scheduled payout may signal management’s confidence in the company’s earnings stability and provides income-focused investors with defined expectations for the upcoming distribution cycle.
The most recent analyst rating on (AU:SEQ) stock is a Buy with a A$0.30 price target. To see the full list of analyst forecasts on Sequoia Financial Group Ltd. stock, see the AU:SEQ Stock Forecast page.
Sequoia Financial Group Limited reported a 4.6% increase in revenue to $63.4 million for the half-year ended 31 December 2025, but shifted from a prior-period profit to a small after-tax loss of $248,815. Net tangible assets per share edged up to 24.95 cents despite a reduction in total net assets and a modest decrease in shares on issue, indicating a relatively stable underlying balance sheet.
The board maintained its capital management stance by paying a fully franked final dividend of 2.0 cents per share in September 2025 and declaring a fully franked interim dividend of 1.0 cent per share for April 2026. This continued dividend stream, even in a loss-making half, signals management’s confidence in the group’s cash generation and ongoing operations, offering some reassurance to income-focused shareholders.
The most recent analyst rating on (AU:SEQ) stock is a Buy with a A$0.30 price target. To see the full list of analyst forecasts on Sequoia Financial Group Ltd. stock, see the AU:SEQ Stock Forecast page.
Sequoia Financial Group Ltd has announced that director Kevin James Pattison has ceased to be a director of the company effective 31 January 2026. According to the final director’s interest notice lodged with the ASX, Pattison holds no Sequoia shares directly but has an indirect interest in 815,702 fully paid ordinary shares through the Kev and Maz Superannuation Fund, where he is both a trustee and beneficiary, signalling a change in board composition while outlining his remaining indirect equity exposure to the company for investors’ awareness.
The most recent analyst rating on (AU:SEQ) stock is a Buy with a A$0.34 price target. To see the full list of analyst forecasts on Sequoia Financial Group Ltd. stock, see the AU:SEQ Stock Forecast page.
Sequoia Financial Group has announced the resignation of Non-Executive Director Kevin Pattison, effective 31 January 2026, after seven years on the board during which he chaired the Remuneration Committee and drove initiatives to strengthen staff wellbeing, remuneration governance and organisational culture, including the establishment of a dedicated Head of HR and People role. The board has begun a process to appoint up to two new Non-Executive Directors and expects to announce at least one appointment before Pattison’s departure, signalling a planned refresh of its governance structure while publicly acknowledging his longstanding contribution as the company continues to support its expanding workforce.
The most recent analyst rating on (AU:SEQ) stock is a Hold with a A$0.24 price target. To see the full list of analyst forecasts on Sequoia Financial Group Ltd. stock, see the AU:SEQ Stock Forecast page.
Sequoia Financial Group Ltd has reported a 15% increase in EBITDA year-to-date November, despite challenging conditions in its Licensee and Adviser Services Division. The company has settled a legacy claim related to its acquisition of Libertas Financial Planning and is implementing enhanced risk management measures. Sequoia anticipates recognizing several non-cash impairments and provisions in the first half of FY26, including those related to external investment products and intangible assets. The sale of its General Insurance business will also result in a non-cash impairment, with final payments expected to be below the maximum consideration. The company’s APAC expansion strategy is showing promise, particularly in corporate finance and salary advice, positioning it for long-term growth despite domestic challenges.
The most recent analyst rating on (AU:SEQ) stock is a Hold with a A$0.24 price target. To see the full list of analyst forecasts on Sequoia Financial Group Ltd. stock, see the AU:SEQ Stock Forecast page.